| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | THOMASPARTNERS, INC. | 1,685,410 | 131,378,000 | 11.48% | ||
| 2 | Avalon Investment & Advisory | 840,617 | 65,526,000 | 5.72% | ||
| 3 | PRIO WEALTH LIMITED PARTNERSHIP | 719,865 | 56,113,000 | 4.90% | ||
| 4 | NICHOLS & PRATT ADVISERS LLP /MA | 671,701 | 52,359,000 | 4.57% | ||
| 5 | World Asset Management Inc | 502,692 | 39,184,000 | 3.42% | ||
| 6 | BARR E S & CO | 394,283 | 30,734,000 | 2.69% | ||
| 7 | Kimelman & Baird, LLC | 344,659 | 26,866,000 | 2.35% | ||
| 8 | AMERICAN NATIONAL INSURANCE CO | 329,224 | 25,663,000 | 2.24% | ||
| 9 | BOWEN HANES & CO INC | 319,384 | 24,896,000 | 2.18% | ||
| 10 | S&CO INC | 294,840 | 22,983,000 | 2.01% | ||
| 11 | BOYS ARNOLD & CO INC | 284,457 | 22,173,000 | 1.94% | ||
| 12 | FARR MILLER & WASHINGTON LLC/DC | 237,069 | 18,479,000 | 1.61% | ||
| 13 | Crestwood Advisors Group, LLC | 233,520 | 18,203,000 | 1.59% | ||
| 14 | PARTHENON LLC | 221,488 | 17,265,000 | 1.51% | ||
| 15 | QCI ASSET MANAGEMENT INC/NY | 210,431 | 16,403,000 | 1.43% | ||
| 16 | EVERETT HARRIS & CO /CA/ | 209,839 | 16,357,000 | 1.43% | ||
| 17 | LODESTAR INVESTMENT COUNSEL LLC/IL | 208,414 | 16,246,000 | 1.42% | ||
| 18 | Azimuth Capital Management LLC | 197,688 | 15,410,000 | 1.35% | ||
| 19 | DEARBORN PARTNERS LLC | 194,136 | 15,133,000 | 1.32% | ||
| 20 | VALLEY FORGE ASSET MANAGEMENT, LLC | 180,122 | 14,041,000 | 1.23% | ||
| 21 | GARDNER RUSSO & QUINN LLC | 165,680 | 12,915,000 | 1.13% | ||
| 22 | FORBES J M & CO LLP | 159,603 | 12,440,000 | 1.09% | ||
| 23 | ROFFMAN MILLER ASSOCIATES INC /PA/ | 154,746 | 12,062,000 | 1.05% | ||
| 24 | Birch Hill Investment Advisors LLC | 152,599 | 11,895,000 | 1.04% | ||
| 25 | JAMES INVESTMENT RESEARCH, INC. | 151,397 | 11,801,000 | 1.03% | ||
| 26 | CYPRESS ASSET MANAGEMENT INC/TX | 150,988 | 11,770,000 | 1.03% | ||
| 27 | HYMAN CHARLES D | 147,184 | 11,473,000 | 1.00% | ||
| 28 | EAGLE GLOBAL ADVISORS LLC | 142,272 | 11,090,000 | 0.97% | ||
| 29 | STRATTON MANAGEMENT CO | 141,696 | 11,045,000 | 0.96% | ||
| 30 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 140,382 | 10,943,000 | 0.96% | ||
| 31 | HALSEY ASSOCIATES INC/CT | 131,958 | 10,286,000 | 0.90% | ||
| 32 | PETTYJOHN, WOOD & WHITE, INC | 128,994 | 10,055,000 | 0.88% | ||
| 33 | SOMERVILLE KURT F | 125,461 | 9,781,000 | 0.85% | ||
| 34 | InterOcean Capital, LLC | 123,653 | 9,639,000 | 0.84% | ||
| 35 | CARRET ASSET MANAGEMENT, LLC | 112,612 | 8,778,000 | 0.77% | ||
| 36 | MONARCH CAPITAL MANAGEMENT INC | 108,202 | 8,434,000 | 0.74% | ||
| 37 | L. Roy Papp & Associates, LLP | 107,570 | 8,385,000 | 0.73% | ||
| 38 | Colonial Trust Advisors | 106,054 | 8,267,000 | 0.72% | ||
| 39 | RONALD BLUE & CO LLC | 103,994 | 8,107,000 | 0.71% | ||
| 40 | HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 100,868 | 7,863,000 | 0.69% | ||
| 41 | Geneva Advisors, LLC | 98,271 | 7,660,000 | 0.67% | ||
| 42 | Lafayette Investments, Inc. | 94,809 | 7,390,000 | 0.65% | ||
| 43 | CrestPoint Capital Management, LLC | 91,859 | 7,160,000 | 0.63% | ||
| 44 | VANTAGE WEALTH | 91,124 | 7,103,000 | 0.62% | ||
| 45 | Broderick Brian C | 90,874 | 7,083,000 | 0.62% | ||
| 46 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 90,681 | 7,069,000 | 0.62% | ||
| 47 | CHICKASAW CAPITAL MANAGEMENT LLC | 84,391 | 6,578,000 | 0.57% | ||
| 48 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 82,457 | 6,427,000 | 0.56% | ||
| 49 | Kidder Stephen W | 82,405 | 6,423,000 | 0.56% | ||
| 50 | Clarkston Capital Partners, LLC | 76,915 | 5,996,000 | 0.52% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
